See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,769 |
PLANPILOT, LLC8 years Service code 16 · EIN 45-4168388 | Consulting | $39,068 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,381 | $91,762+9.4% | $67,502+48.7% | $77,643+29.3% |
| Participation rate | 96.7% | 75.9%+20.8pp | 72.9%+23.8pp | 70.6%+26.1pp |
| Annual return | 11.42% | 14.87%-3.4pp | 3512.12%-3500.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $4,014 | $3,181+26.2% | $2,731+47.0% | $2,726+47.2% |
| Participant deferral / active EE | $5,280 | $3,903+35.3% | $4,000+32.0% | $4,647+13.6% |
| Admin fee / account holder | $121 | $176-31.2% | $3,998-97.0% | $430-71.9% |